Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Marshfield, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$2,700,000.00
# of Accounts
2,600
Avg Client Age
60
Overview

Planning-focused, multi-generational, family-owned, fee-only RIA with offices in Marshfield and Chelmsford looking to acquire or assist with succession planning

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